PMO & Finance Transformation Lead

Korn Ferry has partnered with our client on their search for PMO & Finance Transformation Lead

PMO & FINANCE TRANSFORMATION LEAD - PURPOSE AND SCOPE OF THE POSITION

The PMO & Finance Transformation Lead will serve as the operational leader and central point of coordination for client’s North America ERP transformation initiative, replacing Microsoft Dynamics GP (Great Plains) with a modern enterprise ERP platform.

This individual will lead enterprise-wide project management, governance, change management, communications, training, and cross-functional coordination throughout the full lifecycle of the ERP implementation. Acting as the “glue” between Finance, IT, business leadership, external consultants, and system integrators, this role will ensure the program remains organized, accountable, and execution focused.

This is a highly visible, hands-on leadership opportunity designed for an exceptionally detail-oriented project management professional who thrives in fast-paced, complex transformation environments. The ideal candidate will bring strong ERP implementation experience, executive-level communication skills, and the ability to proactively anticipate organizational needs while driving structure and accountability across a large-scale transformation program.

Following ERP go-live, this role will evolve into a broader Finance Transformation and PMO leadership position responsible for ongoing strategic initiatives, process improvement efforts, systems optimization, and future integration activities across the organization.

RESPONSIBILITIES

ERP Transformation Program Leadership

• Own and manage the integrated ERP project plan, including milestones, timelines, dependencies, organizational readiness activities, risks, and critical path deliverables
• Coordinate cross-functional workstreams across Finance, IT, Operations, Accounting, Shared Services, and external implementation partners
• Lead project governance processes, including steering committee preparation, status reporting, RAID logs, and executive communications
• Facilitate weekly core team meetings and ensure accountability for deliverables and deadlines
• Manage relationships with external consultants, system integrators, and software vendors
• Support ERP selection activities, implementation planning, budgeting, and execution efforts
• Monitor program budgets and escalate material variances or project risks to executive leadership
• Coordinate phase-gate reviews and ensure all implementation milestones are successfully achieved

Change Management & Organizational Readiness

• Develop and execute enterprise-wide change management and communication strategies
• Conduct stakeholder impact assessments across multiple business units and acquired entities
• Establish and lead a network of business-side change champions and key stakeholders
• Partner closely with Finance and HR leadership to support organizational readiness and transition planning
• Drive communication cadence across leadership teams, business users, and project stakeholders
• Measure adoption readiness and organizational engagement throughout the transformation lifecycle

Training & User Enablement

• Build train-the-trainer program leveraging Tier 2 functional SMEs.
• Design and deliver end-user training strategy: curriculum, delivery modes, schedule.
• Oversee creation of training materials: job aids, quick reference guides, e-learning, video.
• Plan and execute UAT participant onboarding and training
• Manage post-go-live training reinforcement and hypercare floor-walking program.
• Track training completion rates and competency assessments by role and BU

Process Improvement & Finance Transformation

• Identify opportunities to improve, harmonize, and standardize finance and operational processes, master data, and reporting structures across business units and acquired entities
• Support ongoing shared services centralization initiatives and post-acquisition integrations
• Partner with Finance leadership to improve data governance, reporting accuracy, and operational efficiency
• Help establish scalable PMO disciplines, project governance frameworks, and transformation best practices
• Serve as a strategic business partner to executive leadership on future transformation initiatives and continuous improvement efforts

EDUCATION & EXPERIENCE

• Bachelor’s degree in Business, Finance, Information Systems, Accounting, or related field; MBA preferred
• 8 years of experience leading large-scale ERP implementations, finance transformation initiatives, or enterprise PMO functions
• Demonstrated experience successfully managing at least one to two full-cycle ERP implementations from selection through go-live and hypercare
• Strong project management expertise within complex, multi-entity, acquisitive or shared services environments
• Experience working with ERP platforms such as Microsoft Dynamics 365, Oracle, NetSuite, SAP, Workday Financials, or Sage Intacct
• Strong understanding of finance and accounting processes, including Record-to-Report, Procure-to-Pay, Order-to-Cash, FP&A, treasury, and close processes
• Experience managing external consulting firms, system integrators, and software vendors
• Working knowledge of SOX controls, governance frameworks, and ERP-related compliance considerations
• Proven ability to lead change management, communications, and enterprise training initiatives
• Consulting experience within a Big Four or large advisory environment is highly attractive; however, candidates must also demonstrate operational execution experience beyond career consulting roles
• Prior Microsoft Dynamics GP (Great Plains) experience is preferred but not required

IDEAL CANDIDATE PROFILE

The ideal candidate will be a highly organized, proactive, and execution-oriented transformation leader with strong executive presence, exceptional attention to detail, and the ability to anticipate organizational needs in dynamic environments. Successful candidates will demonstrate:

• Exceptional project management discipline and follow-through
• Strong executive communication, stakeholder management, and cross-functional influence skills
• Intellectual curiosity and proactive problem-solving capabilities
• A highly detailed and structured approach to execution
• Ability to navigate ambiguity, balance competing priorities, and build scalable processes from the ground up
• Comfort operating in fast-paced, acquisitive, and evolving business environments
• Strong interpersonal skills and the ability to build credibility quickly across Finance, IT, and Operations
• A hands-on, “roll-up-your-sleeves” mentality combined with strategic thinking capabilities

SUCCESS FACTORS

• ERP vendor selection, implementation, and post-go-live stabilization successfully executed on schedule
• Transformation program governance and communication cadence operating effectively
• Strong organizational adoption and stakeholder engagement throughout implementation
• Improved operational discipline, process standardization, adoption, and cross-functional coordination
• Establishment of scalable PMO and transformation management capabilities across the organization
• Successful long-term transition into a broader Transformation and PMO leadership role post go-live

SE: 510802046